Osmosis Investment Management UK Ltd Takes Position in Starbucks Corporation $SBUX

Osmosis Investment Management UK Ltd acquired a new position in shares of Starbucks Corporation (NASDAQ:SBUX) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 34,405 shares of the coffee company’s stock, valued at approximately $3,516,000.

Several other institutional investors also recently modified their holdings of SBUX. Capital World Investors lifted its position in Starbucks by 9.0% during the fourth quarter. Capital World Investors now owns 84,727,405 shares of the coffee company’s stock valued at $7,135,228,000 after purchasing an additional 7,007,268 shares during the last quarter. BlackRock Inc. bought a new position in shares of Starbucks in the 2nd quarter worth $8,504,509,000. State Street Corp increased its holdings in shares of Starbucks by 0.7% in the 4th quarter. State Street Corp now owns 47,869,056 shares of the coffee company’s stock worth $4,031,053,000 after buying an additional 327,161 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Starbucks by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 26,373,084 shares of the coffee company’s stock valued at $2,212,153,000 after buying an additional 225,168 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. raised its position in shares of Starbucks by 65.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 19,447,854 shares of the coffee company’s stock valued at $1,637,704,000 after buying an additional 7,725,547 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. DA Davidson upped their target price on shares of Starbucks from $102.00 to $110.00 and gave the stock a “neutral” rating in a research report on Thursday, July 30th. Needham & Company LLC set a $120.00 price target on Starbucks in a research report on Tuesday, August 18th. Stifel Nicolaus set a $117.00 price target on Starbucks and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Scotiabank cut Starbucks from a “market perform” rating to an “underperform” rating in a report on Thursday, May 14th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $130.00 price objective on shares of Starbucks in a report on Thursday, July 30th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $110.30.

Insider Buying and Selling at Starbucks

In related news, CEO Brady Brewer sold 2,229 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total transaction of $236,251.71. Following the completion of the sale, the chief executive officer directly owned 75,135 shares in the company, valued at $7,963,558.65. This represents a 2.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 6,687 shares of company stock valued at $681,663. Insiders own 0.03% of the company’s stock.

Starbucks Stock Performance

SBUX stock opened at $105.76 on Wednesday. The firm has a market cap of $120.57 billion, a P/E ratio of 60.78, a P/E/G ratio of 1.86 and a beta of 0.97. The firm’s fifty day moving average is $104.65 and its 200 day moving average is $100.59. Starbucks Corporation has a 52 week low of $77.99 and a 52 week high of $110.51.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings results on Wednesday, July 29th. The coffee company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.19. Starbucks had a net margin of 5.17% and a negative return on equity of 34.10%. The business had revenue of $9.32 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period in the previous year, the firm posted $0.50 earnings per share. The firm’s revenue for the quarter was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. As a group, analysts forecast that Starbucks Corporation will post 2.64 EPS for the current year.

Starbucks Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Friday, August 14th. Starbucks’s payout ratio is 142.53%.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Seasonal promotions are supporting the turnaround. Starbucks launched its fall menu and Pumpkin Spice Latte season, while the limited-time Unicorn Frappuccino reportedly generated the company’s highest sales weekend on record and lifted traffic 28.5% above a typical Saturday. New offerings, including the Blueberry Matcha Daily Fiber Bar, are also intended to drive visits and strengthen the “Back to Starbucks” strategy. Starbucks Unicorn Frappuccino drives biggest sales weekend ever
• Positive Sentiment: Analyst sentiment remains constructive. Baird initiated coverage with an Outperform rating and a $124 price target, implying additional upside based on expectations for improved traffic, margin recovery and continued execution of the turnaround. Starbucks has also reported better-than-expected recent earnings and maintained fiscal 2026 EPS guidance of $2.55–$2.65. Baird sees upside for Starbucks
• Neutral Sentiment: Corporate restructuring continues. Starbucks plans to eliminate more than 200 Seattle-area corporate positions and shift some roles to Nashville. The cuts could reduce costs and streamline operations, but they also highlight ongoing execution challenges and may create transition or morale risks. Starbucks is cutting more than 200 jobs
• Negative Sentiment: Labor conflict is the main near-term overhang. Starbucks Workers United is urging more than 12,000 unionized baristas and customers to boycott the chain during the Pumpkin Spice Latte launch until management reaches a contract agreement. The financial impact depends on participation, but a sustained boycott could undermine the traffic gains investors are watching and add reputational and labor costs. Starbucks union calls for boycott

Starbucks Profile

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.